Common Strategies Used To Ensure Your Loved Ones Don’t Pay A Dime In Taxes When They Inherit Your IRA
You’ve worked hard to accumulate your wealth. Now you want to maximize the financial legacy that you leave behind to your loved ones. Join me in this exclusive webinar as I reveal how you can transfer a financial legacy that is 100% tax-free to your heirs. We’ll talk about:
- How the recent changes to the stretch IRA rules have dramatically increased the level of income taxes your heirs have to pay on inherited retirement accounts.
- 3 common legacy planning strategies to ensure your IRA wealth transfers to your heirs with zero taxation.
- A real-life example of a married couple who has used these strategies to maximize the tax-efficient transfer of their IRA wealth to their heirs.
As a legacy planning expert in our area with over 30+ years of experience, I’ve helped hundreds of pre-retired professionals as well as current retirees maximize the financial legacy that they leave to their kids and grandkids by negating any form of taxes that those beneficiaries will be faced with when the inheritance occurs. My mission is to help you accomplish the same.
About Bill Monte, CLU, ChFC, CLTC, LTCP
Bill Monte is the president of The Estate, Legacy & Long-Term Care Planning Center of Western NY, with 33 years of experience in the financial industry. Bill is the leading legacy and long-term care planning expert in the area and has helped hundreds of Rochester area residents implement personalized plans that help solidify their legacy and long-term care planning. As an independent financial professional, Bill prides himself on putting his clients first and always working in their best interest, designing plans that are tailored to each person’s specific financial situation and goals. Bill holds multiple professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Long-Term Care Professional (LTCP), and Certification for Long-Term Care (CLTC®). To learn more about Bill, connect with him on LinkedIn or schedule a free consultation by contacting him at (585) 721-2385 or billmonte@legacyandltcplanning.com.
